InvestSMART

Col Select Super - BT Wholesale Conservative Outlook - Managed Fund (Closed)

Fund Objective
To provide a total return higher than the return from its benchmark over the medium-term, and to provide income with limited exposure to growth. Recommended investment timeframe is 3 years or more.
Fund Strategy
Invests predominantly in fixed interest investments, however it can have up to 30% invested in growth assets such as shares and property. Investment guidelines (with benchmarks in brackets): Australian shares 0-25% (15%), international shares 0-10% (5%), property 0-10% (5%), Australian fixed interest 20-77.5% (50%), international fixed interest 0-20% (5%), cash and other 0-80% (20%). Total growth investments 0-30% (shares 0-25%), total income investments 70-100% (fixed interest 20-90%).

Fund Performance Comparison

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Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 0.23% 0.38% 3.1% 2.23% 2.86% 3.37% -% -%
Growth return 0.23% 0.38% 3.1% 2.23% 2.86% 3.37% -% -%
Income return 0% 0% 0% 0% 0% 0% -% -%
Market index (Morningstar AUS Mod Tgt Alloc NR AUD)
Total return 0.47% 2.26% 5.93% 6.71% 9.26% 8% 4.02% 4.61%
As at 31 Mar 2002. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Col Select Super - BT Wholesale Conservative Outlook
Australian Equities
9.99%
International Equities
10.41%
Cash
14.29%
Property & Infrastructure
5.45%
Fixed Interest
59.86%
Alternatives
0%
Average Allocation of Peers
Australian Equities
10.93%
International Equities
14.96%
Cash
15.03%
Property & Infrastructure
3.70%
Fixed Interest
49.80%
Alternatives
5.58%

General Information

Fund Details
Type Description
Col Select Super - BT Wholesale Conservative Outlook
Closed
Colonial Mutual Superannuation Pty Ltd
PRU0170AU
Multisector Moderate
Not Rated
Superannuation Fund
25 Jun 1997
$0 million (as at 31 Mar 2005)
$13.36 (as at 4 Apr 2002)
$13.36 (as at 4 Apr 2002)
Finalised
Offer information
Type Description
Minimum initial investment $1,000.00

FAQs about the Col Select Super - BT Wholesale Conservative Outlook

The objective of the Col Select Super - BT Wholesale Conservative Outlook managed fund is To provide a total return higher than the return from its benchmark over the medium-term, and to provide income with limited exposure to growth. Recommended investment timeframe is 3 years or more.

The strategy of the Col Select Super - BT Wholesale Conservative Outlook managed fund is Invests predominantly in fixed interest investments, however it can have up to 30% invested in growth assets such as shares and property. Investment guidelines (with benchmarks in brackets): Australian shares 0-25% (15%), international shares 0-10% (5%), property 0-10% (5%), Australian fixed interest 20-77.5% (50%), international fixed interest 0-20% (5%), cash and other 0-80% (20%). Total growth investments 0-30% (shares 0-25%), total income investments 70-100% (fixed interest 20-90%).

The APIR code of the Col Select Super - BT Wholesale Conservative Outlook managed fund is PRU0170AU.

Col Select Super - BT Wholesale Conservative Outlook’s total return last month was 0.23%. This was made up of a growth return of 0.23% and an income return of 0%. These returns were calculated as at 31 Mar 2002.

Col Select Super - BT Wholesale Conservative Outlook’s total return for the last three months was 0.38%. This was made up of a growth return of 0.38% and an income return of 0%%. These returns were calculated as at 31 Mar 2002.

Col Select Super - BT Wholesale Conservative Outlook’s one-year total return is 2.23%. This was made up of a growth return of 2.23% and an income return of 0%. These returns were calculated as at 31 Mar 2002.

Col Select Super - BT Wholesale Conservative Outlook’s one-year total return is 3.37%. This was made up of a growth return of 3.37% and an income return of 0%. These returns were calculated as at 31 Mar 2002.

The asset allocation of the Col Select Super - BT Wholesale Conservative Outlook managed fund is :

Australian Equities
9.99%
International Equities
10.41%
Cash
14.29%
Property & Infrastructure
5.45%
Fixed Interest
59.86%
Alternatives
0%

The Responsible Entity for the Col Select Super - BT Wholesale Conservative Outlook managed fund is Colonial Mutual Superannuation Pty Ltd.

The Col Select Super - BT Wholesale Conservative Outlook managed fund belongs to the Multisector Moderate sector/asset class.

As at 31 Mar 2005, the size of the Col Select Super - BT Wholesale Conservative Outlook managed fund was $0 million.

The Col Select Super - BT Wholesale Conservative Outlook managed fund has an inception date of 25 Jun 1997.

The current entry price of the Col Select Super - BT Wholesale Conservative Outlook managed fund is $13.36 per unit and the current exit price is $13.36 per unit (as at 4 Apr 2002).

The current exit price of the Col Select Super - BT Wholesale Conservative Outlook managed fund is $13.36 per unit and the current entry price is $13.36 per unit (as at 4 Apr 2002).

The minimum initial investment amount for the Col Select Super - BT Wholesale Conservative Outlook managed fund is $1,000.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.